Director, SPWS Business Development Officer
On-siteChicago, Illinois, United States or New York City, New York, United States
Job Summary
Drive new business growth through outbound prospecting, networking, qualifying, and closing ultra-high-net-worth client relationships at Schwab Private Wealth Services. Serve as a subject matter resource on SPWS and UHNW client needs while aligning clients to appropriate Schwab solutions and connecting them to relationship structures across Private Wealth Services, Family Office, and Separate Account Network. Build strong partnerships with Wealth Consultants, Financial Consultants, and internal teams to support SPWS growth through referrals, asset consolidation, and network development. Maintain focus on developing new UHNW opportunities and leveraging an established network of centers of influence including CPAs and attorneys.
Required Qualifications
- 10+ years of UHNW or family office/business development experience
- 2+ years of prospecting and building UHNW relationships
- Series 7 and 66 licenses
- Bachelor's degree in finance, economics, business, or related field
Desired Qualifications
- MBA, CFP, CFA, CPA/PFS, or JD
- Experience with complex UHNW needs
- Established network of centers of influence
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